How the Guardianship Process Works
If you haven’t had any experience with guardianship for adults with dementia, it’s likely you don’t understand just how complex it is. You are not alone.
January 17, 2023
Qualified Charitable Distributions Reduce Tax Burden
A qualified charitable distribution is a direct transfer of traditional IRA funds to a qualified charity.
January 16, 2023
Avoid Leaving Residual Assets Behind
In simple terms, a residuary estate is any part of your estate that hasn’t been distributed to your heirs through a last will and testament.
January 4, 2023
A Durable Power of Attorney is Essential
Without a power of attorney, your spouse, children or friends will probably have to petition the court to step in on your behalf.
December 29, 2022
Young Professionals Need Estate Planning
Physicians may deal with life and death issues every day. However, few may want to think about the eventuality of their own end.
December 28, 2022
Guardianship is a Valuable tool to Protect Loved Ones
A guardianship is a court-ordered relationship that is created to protect a person who is incapable of handling their estate or personal affairs. Guardianship law varies by state.
December 5, 2022
There is Great Value in Special Needs Trust
A special needs trust (SNT) can help you provide financial security to your child after you die without leaving them ineligible for the government benefits that they need to sustain care.
November 21, 2022
Creating an Estate Plan with Minor Children
When preparing estate planning documents, certain beneficiaries may need more protection than others. One particular class of beneficiaries that needs to be intentionally considered is minor children.
October 24, 2022
What Is the Purpose of a Guardian?
A frequent concern for those with aging loved ones is the future need for guardianship. Unfortunately, the concept of guardianship can be confusing and overwhelming.
October 18, 2022
A Life Estate can help Protect your Property
Chances are, your home is full to the brim with cherished memories of family and friends. But, as you get older, you may start wondering what exactly will happen to your home when you pass away. Fortunately, a life estate can take away the uncertainty of this thought by legally assigning an heir to receive your property without interference from court proceedings.
October 12, 2022